EPIC Brokers
11711 North Meridan St, 7th Fl, Carmel, IN 46032
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard‑working and growth‑minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
Location Location:
Any Indiana office - Hybrid 1 day a week
What You'll Do
Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
Assist clients with policy coverages and related questions, review the policy coverages for potential gaps and other needs of the policyholder
Work with Producers to assist client with the service needs mentioned above
Renew and retain assigned accounts; conduct renewal process working with Producers, if applicable, to provide the best possible options for our client
Provide client with additional coverage options
Maintain client files in appropriate systems and provide standard office/administrative support
Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends
Other duties as assigned
Service
Consistently establish and maintain high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients' policies in a timely and accurate manner
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs; assist clients in making coverage changes
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Other duties as assigned
Marketing
Work with Placement Department and Producers to properly transition new business written
For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
If needed, enter policy information into carrier websites for quote options
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer, if applicable
Bind and issue policies in carrier websites or order policies from underwriters
Other duties may be assigned
Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co‑workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regarding industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast‑paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained
Other duties may be assigned
What You'll Bring
Full knowledge of Property Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi‑task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
Education and/or Experience
High school diploma or GED equivalent required; College degree preferred
Two or more years experience in mid‑size brokerage or carrier
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
Must be able to work in a fast‑paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have high level of interpersonal skills to handle sensitive and confidential situations; Position continually requires teamwork, demonstrated poise, tact, and diplomacy
Indiana Property & Casualty License
Valid Driver License
Ability to travel independently to clients; some air travel may be required
Compensation The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Why EPIC EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
Equal Employment Opportunity EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard‑working and growth‑minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
Location Location:
Any Indiana office - Hybrid 1 day a week
What You'll Do
Process applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients from all regions including Midwest, Northeast, and West
Assist clients with policy coverages and related questions, review the policy coverages for potential gaps and other needs of the policyholder
Work with Producers to assist client with the service needs mentioned above
Renew and retain assigned accounts; conduct renewal process working with Producers, if applicable, to provide the best possible options for our client
Provide client with additional coverage options
Maintain client files in appropriate systems and provide standard office/administrative support
Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends
Other duties as assigned
Service
Consistently establish and maintain high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients' policies in a timely and accurate manner
Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs; assist clients in making coverage changes
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
Other duties as assigned
Marketing
Work with Placement Department and Producers to properly transition new business written
For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies
If needed, enter policy information into carrier websites for quote options
Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers
Present quote options to the client and/or Producer, if applicable
Bind and issue policies in carrier websites or order policies from underwriters
Other duties may be assigned
Personal and Organizational Development
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities
Maintain cordial and effective relations with clients, co‑workers, carriers, wholesalers, vendors, and other business contacts
Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regarding industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast‑paced environment with demonstrated ability to juggle multiple competing tasks and demands
Ensure expert knowledge is maintained
Other duties may be assigned
What You'll Bring
Full knowledge of Property Casualty lines of coverage and services
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel
Strong attention to detail and time management abilities
Strong ability to multi‑task and assign priority
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
Education and/or Experience
High school diploma or GED equivalent required; College degree preferred
Two or more years experience in mid‑size brokerage or carrier
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
Must be able to work in a fast‑paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have high level of interpersonal skills to handle sensitive and confidential situations; Position continually requires teamwork, demonstrated poise, tact, and diplomacy
Indiana Property & Casualty License
Valid Driver License
Ability to travel independently to clients; some air travel may be required
Compensation The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Why EPIC EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
Equal Employment Opportunity EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr